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Elder Law Planning

Elder Law attorneys are often pigeonholed into Medicaid and other crisis planning roles when, in reality, the scope of the elder law field is much broader. Many attorneys agree that elder law can best be defined by the demographics an elder law attorney serves-the elderly and the disabled. Our Elder Law marketplace will provide many useful educational tools to strengthen your practice, whether you are an advanced practitioner or just starting out!

This webinar will focus on the EC Medicaid Asset Protection Trust® and will cover the following documents using ElderDocx® as a framework. We will also discuss how to talk to clients about the need for an irrevocable trust as part of their overall planning.

The RLT Camp will consist of 3 webinars where attendees will receive instruction on the crucial design and tax issues associated with drafting revocable living trusts for elder law, special needs and veterans pension planning clients.

This essential course provides estate planning attorneys the education and tools needed to effectively serve aging clients and assist them with asset protection of a different type: To prevent assets from being depleted due to the rising costs of care.

Profitability and satisfaction are two of the hallmarks of a senior estate planning practice. For those of you who have an estate planning practice and have helped your clients answer the question, “What happens if the client dies,” you should also be answering the question “What happens if the client does not die and needs long term care.” Adding elder law to an estate planning practice is a win for both the attorney and the client. Hear from Julieanne Steinbacher as she talks about how to market to ideal clients, the range of fees, and what services are offered in Senior Estate Planning.

Recent decisions have dramatically impacted planning for same sex couples as well as the entire LGBTQ community. The session will review the changes in the law, and how those changes impact the strategies used in elder law planning.

Who is your client? Can you share client conversations with family members? What steps are taken to ensure your client has capacity? How do you handle payment by someone other than your client? Experienced Elder Law practitioner and Chair of the National Elder Law Foundation, Todd Whatley, will address these issues and more.

Have you ever had a client come into your office with a trust plan that they would pay big bucks to get out of? Many lawyers simply shrug and say, "There's nothing you can do". Getting out of a bad situation is never easy, but you can be the attorney with the answers who can command those large fees. Over 20 states have decanting statutes, and use of this technique has risen dramatically in recent years. Attorneys who represent clients with "bad" trusts should be aware of the remedies, which will be explored.

Whether you practice in the 32 marriage expansion states or the 18 marriage resistance states, these five steps from ElderCounsel will help your practice catch the wave of LGBT interest in their new spousal Social Security, Veterans and Medicaid benefits. Integrate the new developments in client outreach, intake, drafting and problem-solving for LGBT couples in your community.